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MWM

Moran Wealth Management Portfolio holdings

AUM $3.27B
1-Year Est. Return 25.8%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+25.8%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$3.26B
AUM Growth
-$54.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
545
New
Increased
Reduced
Closed

Top Buys

1
+$17.8M
2
+$11.3M
3
+$10M
4
FTNT icon
Fortinet
FTNT
+$9.33M
5
SBAC icon
SBA Communications
SBAC
+$9.02M

Top Sells

1
+$57.4M
2
+$28.8M
3
+$23.5M
4
HSY icon
Hershey
HSY
+$17.2M
5
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$14.7M

Sector Composition

1 Technology 23.68%
2 Industrials 17.27%
3 Financials 13.94%
4 Consumer Discretionary 9.75%
5 Healthcare 9.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
LAZ icon
276
Lazard
LAZ
$3.95B
$2.22M 0.07%
45,794
-3,276
EXLS icon
277
EXL Service
EXLS
$3.97B
$2.22M 0.07%
52,243
+3,826
TEX icon
278
Terex
TEX
$8.2B
$2.21M 0.07%
41,468
-2,951
BTU icon
279
Peabody Energy
BTU
$2.86B
$2.19M 0.07%
73,614
+15,797
FNV icon
280
Franco-Nevada
FNV
$41.5B
$2.17M 0.07%
10,457
+2,203
CNR
281
Core Natural Resources Inc
CNR
$4.12B
$2.16M 0.07%
24,411
+5,896
EQX icon
282
Equinox Gold
EQX
$7.66B
$2.14M 0.07%
152,038
-90,916
SPLV icon
283
Invesco S&P 500 Low Volatility ETF
SPLV
$7.16B
$2.12M 0.07%
29,728
+41
NMIH icon
284
NMI Holdings
NMIH
$3.09B
$2.12M 0.07%
51,958
-4,237
DFIN icon
285
Donnelley Financial Solutions
DFIN
$1.01B
$2.07M 0.06%
44,395
-3,093
LIT icon
286
Global X Lithium & Battery Tech ETF
LIT
$1.76B
$2.06M 0.06%
31,812
+6,951
VCTR icon
287
Victory Capital Holdings
VCTR
$5.22B
$1.99M 0.06%
31,503
-2,481
CTRE icon
288
CareTrust REIT
CTRE
$9.65B
$1.96M 0.06%
54,202
-2,279
CRWD icon
289
CrowdStrike
CRWD
$178B
$1.96M 0.06%
4,176
+1,028
ADUS icon
290
Addus HomeCare
ADUS
$1.81B
$1.94M 0.06%
18,046
-2,458
NEM icon
291
Newmont
NEM
$103B
$1.93M 0.06%
19,346
-5,794
DEM icon
292
WisdomTree Emerging Markets High Dividend Fund
DEM
$3.84B
$1.93M 0.06%
41,308
+6,166
AMLP icon
293
Alerian MLP ETF
AMLP
$12.1B
$1.91M 0.06%
40,590
+6,882
AGI icon
294
Alamos Gold
AGI
$13.2B
$1.9M 0.06%
49,256
-20,575
PFF icon
295
iShares Preferred and Income Securities ETF
PFF
$13.1B
$1.9M 0.06%
61,243
+8,649
RRC icon
296
Range Resources
RRC
$8.85B
$1.89M 0.06%
53,476
+21,639
AIQ icon
297
Global X Artificial Intelligence & Technology ETF
AIQ
$10.2B
$1.88M 0.06%
37,007
+2,431
TPH
298
DELISTED
Tri Pointe Homes
TPH
$1.86M 0.06%
59,023
-3,091
KTB icon
299
Kontoor Brands
KTB
$4.6B
$1.83M 0.06%
29,888
-3,567
IBUY icon
300
Amplify Online Retail ETF
IBUY
$122M
$1.82M 0.06%
24,437
+8,998
10 11
12
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